Microsoft Planner
Category: Office 365 Productivity and Business Software Audience: Faculty Researchers Staff
Microsoft Planner is a Microsoft 365 task management feature which is integrated with Microsoft Teams. Planner allows members of a Microsoft Team to quickly create buckets and tasks to organize and assign work.
Welcome to Microsoft Planner
Microsoft Planner tasks can be managed from within the Teams interface or by going to the Planner web interface. Tasks can be assigned to one or more team members with progress status, due dates and checklists.
Features
- Create buckets to organize/categorize your team's tasks
- Create task, assign due dates, progress and assign team members to tasks
- Add checklists to tasks
- Attach files to tasks
- Add comments to tasks and assign labels
- Get notifications about task assigned to you and task progress
- Update Planner for iOS or Android devices
- Use Planner's visual dashboard to stay on top of task status for your team
To Access Planner
Microsoft Planner can be accessed either through Outlook, Teams or Planner from the online web application.
To access from the web application:
- Launch and bookmark https://tasks.office.com/.
- You can also navigate to it by logging into the Outlook web app (https://outlook.office.com/), select the app launcher at the top-left and select Planner.
To access from Microsoft Teams:
Click on the three dots on the left-hand panel to View more apps and search for Planner.
Training Resources
Getting Started
- When to Use Microsoft Project, Planner, To-Do, or the Tasks app in Teams
- Get Started with Microsoft Planner
- Microsoft Planner Video Training
- Get started with Planner in Teams
- See your Planner schedule in Outlook calendar
- Planner help and learning
- Manage Planner notifications
- Microsoft Planner mobile app
- LinkedIn Learning tutorials